Accounting & Finance

Inside Sales Trade Finance Specialist

National Bank of Canada

Montreal (Administrative Region) · Qc · Canada

A career as
an Inside Sales Trade Finance Specialist within the Trade Finance team at
National Bank means acting as a trusted advisor who helps identify business
opportunities and connect clients and internal partners with solutions that
support domestic and international trade. In this role, you'll have a direct
impact on business growth through your expertise in business development,
client engagement, and trade finance solutions.

Your role:

  • Identify and qualify business
    opportunities related to trade finance solutions through referrals,
    portfolio reviews, internal partnerships, and client interactions.
  • Support relationship managers
    and trade finance specialists by preparing client discussions, assessing
    needs, and coordinating next steps throughout the sales process.
  • Advise and educate internal
    partners on trade finance products, value propositions, referral
    opportunities, and client use cases to increase awareness and business
    penetration.
  • Maintain accurate sales
    pipeline, referral, and activity tracking to support business development
    objectives, reporting, and follow-up activities.
  • Collaborate with execution
    teams and subject matter experts to ensure a seamless transition from
    opportunity identification to implementation and ongoing servicing.
  • Contribute to business
    development initiatives, client outreach campaigns, and continuous
    improvement efforts that enhance the adoption of trade finance solutions.

The Trade
Finance team is made up of dedicated professionals who work in an agile,
proactive, and collaborative manner to support Canadian businesses in managing
risk, optimizing working capital, and expanding their domestic and
international trade activities.Our team stands out for its expertise,
collaborative mindset, and commitment to delivering tailored solutions that
help clients achieve their business objectives.

National
Bank values continuous development and internal mobility. Our personalized
training programs, based on learning by doing, help you master your profession
and develop new areas of expertise. Tools such as the Data Academy, language
training, the Harvard Learning Center, as well as coaching and mentoring
programs are available to you at all times.

Requirements:

  • Bachelor's degree in a related
    field and several years of experience in banking, commercial sales,
    business development, treasury management, international trade, or trade
    finance.
  • Knowledge of trade finance
    solutions such as letters of credit, standby letters of credit,
    guarantees, documentary collections, receivables finance, or supply chain
    finance.
  • Experience identifying client
    needs and matching business challenges with relevant financial solutions.
  • Strong understanding of risk,
    compliance, credit, documentation, and operational requirements within a
    banking environment.
  • Proficiency with customer
    relationship management tools, Microsoft Office applications, and digital
    banking platforms.
  • Experience working with
    multiple stakeholders in a complex and evolving business environment.

Languages: French, English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Required skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferential banking services
  • Involvement in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

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Reference: WJ-291_11289186

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